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Tax & Regulation

Caldora follows Belvedere in losing Mauritius licence

Africa | 9 Nov 16

Caldora follows Belvedere in losing Mauritius licence

Caldora Asset Management, operators of the Mauritius-domiciled Caldora Offshore Balanced Fund which suffered a spectacular drop in returns after its launch, has had its licence terminated.

UK fights to keep crown dependencies off EU tax haven blacklist

Tax & Regulation | 8 Nov 16

UK fights to keep crown dependencies off EU tax haven blacklist

The UK government is fighting to keep Guernsey, Jersey and other British overseas territories off the EU’s planned blacklist of offshore tax havens.

Isle of Man launches beneficial ownership consultation

Tax & Regulation | 8 Nov 16

Isle of Man launches beneficial ownership consultation

The Isle of Man’s government has launched a consultation on a draft version of its proposed beneficial ownership bill in line with an agreement it made with the UK in April.

US court rejects insurers’ appeal against adviser reforms

North America | 7 Nov 16

US court rejects insurers’ appeal against adviser reforms

A US judge has denied the first legal challenge brought against the Department of Labor’s (DoL) upcoming fiduciary rule by the National Association for Fixed Annuities (Nafa).

HMRC decision on 5% life withdrawals ‘weeks away’

Offshore Bonds | 4 Nov 16

HMRC decision on 5% life withdrawals ‘weeks away’

HM Revenue and Customs (HMRC) has confirmed that changes to the 5% tax free withdrawal from offshore bonds will not be announced until after the chancellor’s Autumn statement on 23 November.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media